Ironwood Financial’s Southern Company SO Stock Holding History

Ironwood Financial’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-238	Closed	-$15K	–	400
2019 Q4	$15K	Buy	238 +1	+0.4%	+$62	0.01%	233
2019 Q3	$15K	Hold	237	–	–	0.01%	234
2019 Q2	$13K	Sell	237 -1	-0.4%	-$54	0.01%	245
2019 Q1	$12K	Hold	238	–	–	0.01%	242
2018 Q4	$10K	Sell	238 -12	-5%	-$546	0.01%	241
2018 Q3	$11K	Buy	250 +238	+1,983%	+$11K	0.01%	246
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	273
2018 Q1	$1K	Hold	12	–	–	﹤0.01%	248
2017 Q4	$1K	Hold	12	–	–	﹤0.01%	250
2017 Q3	$1K	Hold	12	–	–	﹤0.01%	256
2017 Q2	$1K	Hold	12	–	–	﹤0.01%	255
2017 Q1	$1K	Hold	12	–	–	﹤0.01%	256
2016 Q4	$1K	Hold	12	–	–	﹤0.01%	260
2016 Q3	$1K	Hold	12	–	–	﹤0.01%	263
2016 Q2	$1K	Hold	12	–	–	﹤0.01%	269
2016 Q1	$1K	Buy	+12	New	+$585	﹤0.01%	274
2015 Q3	$1K	Buy	+12	New	+$526	﹤0.01%	356

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Ironwood Financial's SO Position: Q1 2020 in Review

Ironwood Financial sold out of Southern Company (SO) in Q1 2020, closing a stake of 238 shares — an estimated $15K sold.

Ironwood Financial first reported a position in SO in Q3 2015 and held it in 17 quarters. The position peaked at $15K in Q4 2019. 1,362 funds tracked by Wall St. Rank hold SO as of Q1 2020.

Ironwood Financial reported no remaining Southern Company position as of Q1 2020 after selling out during the quarter.
Ironwood Financial sold 238 Southern Company shares in Q1 2020, an estimated $15K.
Ironwood Financial first reported a position in Southern Company in Q3 2015 and held it in 17 quarters.
Ironwood Financial's Southern Company position peaked at $15K in Q4 2019.
1,362 funds tracked by Wall St. Rank held Southern Company as of Q1 2020.

Based on Ironwood Financial's 13F filing for Q1 2020, filed 27 Apr 2020.